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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,091 | $183,539-83.1% | $155,556-80.0% | $145,897-78.7% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 10.85% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $901 | $5,315-83.0% | $4,675-80.7% | $4,663-80.7% |
| Participant deferral / active EE | $3,149 | $6,467-51.3% | $5,631-44.1% | $6,689-52.9% |
| Admin fee / account holder | $3,155 | $19,275-83.6% | $15,885-80.1% | $13,390-76.4% |